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Vanguard S&P 500 ETF

2,928 hedge funds and large institutions have $199B invested in Vanguard S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 209 funds opening new positions, 1,449 increasing their positions, 883 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 76

64% more repeat investments, than reductions

Existing positions increased: 1,449 | Existing positions reduced: 883

10% more capital invested

Capital invested by funds: $181B → $199B (+$17.7B)

3% more funds holding

Funds holding: 2,8302,928 (+98)

2% more funds holding in top 10

Funds holding in top 10: 665676 (+11)

0.78% less ownership

Funds ownership: 39.2%38.43% (-0.78%)

17% less call options, than puts

Call options by funds: $1.45B | Put options by funds: $1.75B

Holders
2,928
Holders Change
+98
Holders Change %
+3.46%
% of All Funds
42.04%
Holding in Top 10
676
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.65%
% of All Funds
9.71%
New
209
Increased
1,449
Reduced
883
Closed
76
Calls
$1.45B
Puts
$1.75B
Net Calls
-$302M
Net Calls Change
-$257M
Name Holding Trade Value Shares
Change
Change in
Stake
WPW
626
Waldron Private Wealth
Pennsylvania
$19.6M +$1.15M +2,272 +7%
MA
627
Montag & Associates
Georgia
$19.5M +$243K +479 +1%
FNT
628
First National Trust
Pennsylvania
$19.2M +$861K +1,694 +5%
TF
629
Tompkins Financial
New York
$19.2M +$5.17M +10,168 +39%
KSWA
630
Kathleen S. Wright Associates
Pennsylvania
$19.1M +$2.25M +4,417 +14%
PA
631
Parallel Advisors
California
$19.1M +$2.38M +4,675 +15%
CWG
632
Cornerstone Wealth Group
North Carolina
$19M -$183K -360 -1%
AF
633
Apexium Financial
Texas
$19M +$466K +916 +3%
LFP
634
Lakeshore Financial Planning
Michigan
$19M +$1.23M +2,416 +7%
BWIA
635
Bryant Woods Investment Advisors
New York
$18.9M +$5.22M +10,267 +40%
SIG
636
Stonegate Investment Group
Alabama
$18.8M +$145K +285 +0.8%
HAC
637
Harbor Advisory Corp
New Hampshire
$18.8M -$607K -1,195 -3%
WB
638
WesBanco Bank
West Virginia
$18.8M +$136K +268 +0.8%
OPAM
639
Ocean Park Asset Management
California
$18.8M +$347K +683 +2%
QWP
640
Quotient Wealth Partners
Texas
$18.7M -$1.27M -2,497 -7%
SIA
641
Spectrum Investment Advisors
Wisconsin
$18.6M -$381K -750 -2%
VP
642
Verum Partners
North Carolina
$18.6M +$2.32M +4,563 +15%
PCMC
643
Private Capital Management (Colorado)
Colorado
$18.6M -$7.52M -14,786 -30%
EAM
644
Evanson Asset Management
California
$18.5M +$1.42M +2,785 +9%
MFGP
645
Marshall Financial Group (Pennsylvania)
Pennsylvania
$18.5M +$627K +1,233 +4%
PB
646
Pinnacle Bancorp
Nebraska
$18.5M -$141K -277 -0.8%
EL
647
EQ LLC
Washington
$18.4M +$2.02M +3,975 +13%
FMII
648
Farmers & Merchants Investments Inc
Nebraska
$18.3M +$22.9K +45 +0.1%
TA
649
TruWealth Advisors
Louisiana
$18.2M +$369K +725 +2%
FVIM
650
Fort Vancouver Investment Management
Washington
$18.1M +$53.9K +106 +0.3%

VOO Hedge Fund Activity: Q3 2024 in Review

2,928 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2024, worth a combined $199B — up 9.8% from $181B a quarter earlier.

Buyers outnumbered sellers: 209 funds opened new VOO positions and 76 closed out — a net gain of 133 holders — while 1,449 added to existing stakes and 883 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $4.02B. The largest seller was Strategic Financial Concepts, cutting an estimated $3.68B.

  • 2,928 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2024, up from 2,830 in Q2 2024.
  • Funds reported $199B of Vanguard S&P 500 ETF stock for Q3 2024, up 9.8% quarter-over-quarter.
  • 209 funds opened new Vanguard S&P 500 ETF positions in Q3 2024 and 76 closed out, a net change of +133 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $4.02B added.
  • The largest Vanguard S&P 500 ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $3.68B sold.

Based on aggregated 13F filings for Q3 2024.